Intake Specialist
wedeking law apcLakeside, CA
Do you want to help San Diego families make sure the people they love are taken care of — no matter what happens? We are an estate planning firm in Santee, CA. Not a mill. Not a factory. We spend the time to sit down with families, ask real questions, and build plans that actually protect what they’ve spent a lifetime building. We do this work because it matters — and we’re growing because we do it well. We need an Intake Specialist who gets that. Someone who understands that the person on the other end of the phone isn’t a lead — they’re a parent, a spouse, a homeowner who finally decided to do the right thing for their family. Your job is to make sure they don’t fall through the cracks.
What You Will Do:
- Respond to all inbound leads — web, email, Facebook — within an hour
- Conduct 15-minute discovery calls to qualify potential new clients
- Book qualified families into consultations and strategy sessions with our attorneys
- Confirm appointments and chase down incomplete intake forms before the meeting
- Contact and re-engage past leads who never booked
- Manage the full lead pipeline in Lawmatics
- Follow up with every seminar registrant, no-show, and attendee who didn’t book — personally, by phone
- Call clients at planned intervals after we complete their estate plans to check in and, if they need something, connect them with one of our trusted referral partners
- Build and maintain our referral partner network — calls, cards, emails, local networking events
- Miscellaneous office tasks If These Statements Sound Like You, Keep Reading
- You make the follow-up call before anyone asks you to
- You know that booking the appointment is the job
- You are organized enough that nothing falls through the cracks
- You are warm on the phone without being fake
- You have done this before — intake, client conversion, or a similar client-facing role — and you’re good at it
- You want to be somewhere that values what you bring and rewards results
- Monday through Friday, 9 to 5:30 sounds like exactly what you’re looking for
What We’re Looking For:
We need someone who has done this before. Prior experience in law firm intake, medical office scheduling, insurance, real estate, or a similar client-conversion role is important. We don’t have time to teach someone what a pipeline is or why following up matters. Experience with a CRM — Lawmatics, Clio, or similar — is a plus. What matters most is that you pick up systems quickly and use them consistently. Pay, Hours & Bonus$26.00/hour. Full time. Monday through Friday, 9:00am to 5:30pm. In-office in Santee, CA.There is bonus compensation available for overall performance.
How to Apply:
Email your resume and a cover letter to:lawfirm@wedekinglaw.comYour cover letter must have exactly two paragraphs and a closing sentence:
- Paragraph 1: Tell us about a time you followed up with someone who didn’t call back. What did you do and what happened?
- Paragraph 2: Tell us why you applied for this specific job.
- Closing sentence: “I have read the instructions in this job posting and followed them.”Format the subject line of your email exactly as follows:
LASTNAME intake specialist ONEDESCRIPTIVEWORDExample: SMITH intake specialist READYApplications that do not follow these instructions will not be considered.
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Level
Senior L5
Location
Lakeside, CA
Occupation
Lawyers
Industry
Offices of Lawyers
Posted
9 days ago